About this Advisor
Gary Thomas is a financial advisor based in Portland, Oregon, with a total of 15 years of work experience. Thomas works at Edward Jones. Throughout their career, Thomas has worked at Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association and Edward Jones. Thomas maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Oregon and Texas. Edward Jones is a firm based in Portland, Oregon. It has offices in 14,439 locations and a total of 25,919 financial advisors. It manages $423 billion in total assets between its 3,336,586 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises 1,064 charitable organizations. Of its 3,336,586 customer accounts, just 10% are held by high-net-worth clients who have more than $1 million in assets. The business offers a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules usually are based on the financial services offered. However, fee types billed by Edward Jones can include any combination of asset-based and other fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Edward Jones Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Gary Thomas Work History
Gary has 15 years of experience.
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Citigroup Global Markets Inc
Gary Thomas has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.